LC
IBDP

Legacy CG’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Legacy CG’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,292
Closed -$372K – 54
2022
Q3 		$372K Sell
15,292
-70,408
-82% -$1.74M 0.25% 47
2022
Q2 		$2.12M Buy
+85,700
New +$2.13M 1.46% 31
2022
Q1 		– Sell
-22,837
Closed -$592K – 73
2021
Q4 		$592K Buy
+22,837
New +$595K 0.36% 42

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy CG's IBDP Position: Q4 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022, closing a stake of 15,292 shares — an estimated $372K sold.

Legacy CG first reported a position in IBDP in Q4 2021 and held it in 3 quarters. The position peaked at $2.12M in Q2 2022. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy CG sold 15,292 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2022, an estimated $372K.
  • Legacy CG first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
  • Legacy CG's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.12M in Q2 2022.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Legacy CG's 13F filing for Q4 2022, filed 13 Feb 2023.